LIFT-Financial Group Ltd
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LIFT-Financial Group Ltd - overview
Established
2007
Location
-, -, UK
Primary Industry
Financial Services
About
Founded in 2007 by co-founders Mike and Joel and based in Altrincham, UK, LIFT-Financial Group Ltd is a provider of financial planning and insurance broking services, including employee benefits advice, asset management, estate planning, commercial insurance, and personal insurance. In October 2024, Brooks Macdonald Asset Management agreed to fully acquire LIFT-Financial Group Ltd. The company operates in multiple locations, including England, Wales, and Scotland. LIFT-Financial Group offers a comprehensive range of financial services to private clients and corporate entities.
The core offerings include financial planning, investment management, mortgage services, insurance solutions, life cover, and employee benefits advisory. These services are designed to address various financial needs such as retirement planning, asset protection, and wealth management, catering to individuals in professional sports and high-net-worth clients seeking long-term financial security.
Current Investors
Brooks Macdonald Asset Management
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services, Investment Banking, Insurance Intermediaries
Website
www.lift-financial.com
Verticals
FinTech
Total Amount Raised
Subscriber access only
LIFT-Financial Group Ltd - financials
| Fiscal Year Ended | Dec 31, 2018 | Dec 31, 2019 | Dec 31, 2020 | Dec 31, 2021 | Dec 31, 2022 | Dec 31, 2023 |
|---|---|---|---|---|---|---|
| Revenue (USD) | 5,662,527 | 6,324,379 | 5,238,449 | - | - | - |
| % Revenue Growth (YoY) | - | 11.7% | (17.2%) | - | - | - |
| EBITDA (USD) | 162,963 | 276,041 | 295,384 | - | - | - |
| Operating Income (USD) | 132,079 | 245,153 | 266,836 | - | - | - |
| Operating Margin | 2.3% | 3.9% | 5.1% | - | - | - |
| % EBITDA Margin | 2.9% | 4.4% | 5.6% | - | - | - |
| NET Income (USD) | 255,411 | 390,104 | 342,212 | - | - | - |
| % Net Margin | 4.5% | 6.2% | 6.5% | - | - | - |
LIFT-Financial Group Ltd - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LP Direct | Completed | LIFT-Financial Group Ltd | - |
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